TCM
OLO

Tradewinds Capital Management’s Olo Inc OLO Stock Holding History

Tradewinds Capital Management’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-62
Closed -$506 – 504
2023
Q1 		$506 Hold
62
– – ﹤0.01% 415
2022
Q4 		$388 Hold
62
– – ﹤0.01% 452
2022
Q3 		$0 Buy
62
+21
+51% +$201 ﹤0.01% 477
2022
Q2 		$0 Buy
+41
New +$446 ﹤0.01% 675

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Tradewinds Capital Management's OLO Position: Q2 2023 in Review

Tradewinds Capital Management sold out of Olo Inc (OLO) in Q2 2023, closing a stake of 62 shares — an estimated $506 sold.

Tradewinds Capital Management first reported a position in OLO in Q2 2022 and held it in 4 quarters. The position peaked at $506 in Q1 2023. 185 funds tracked by Wall St. Rank hold OLO as of Q2 2023.

  • Tradewinds Capital Management reported no remaining Olo Inc position as of Q2 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 62 Olo Inc shares in Q2 2023, an estimated $506.
  • Tradewinds Capital Management first reported a position in Olo Inc in Q2 2022 and held it in 4 quarters.
  • Tradewinds Capital Management's Olo Inc position peaked at $506 in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q2 2023.

Based on Tradewinds Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.